Onboarding Manager

Overview

The Onboarding Manager (OM) ensures that our customers are successful on the Affinity platform. They oversee accounts after they have been closed by a Sales Manager and before they transition to a Customer Success Manager (CSM). They will provide templates, best practices, and training to help customers successfully onboard and migrate to Affinity as quickly as possible.

What you’ll be doing:

• Own product implementation and configurations for simultaneous customer engagements
• Drive product strategy with client during onboarding to ensure successful long-term partnership
• Get new users/teams excited about the most important features of Affinity in interactive training sessions
• Present integrations and product upgrade opportunities and connect them with customer business problems
• Facilitate customer data migrations from other CRMs and business tools to Affinity
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